| Name | Title | Ownership | Since |
|---|---|---|---|
| Etico Financial, LLC Control | Member | Over 75% | 2022 |
| Joseph Albert Leo Control | Chief Executive Officer & Managing Member | Under 5% | 2023 |
| Joseph William Arena Control | Managing Member & Chief Investment Officer | Under 5% | 2014 |
Quartz Partners, LLC reports $281 million in regulatory assets under management on its Form ADV.
Quartz Partners, LLC reports 17 employees.
Quartz Partners, LLC is based in Saratoga Springs, NY and has been SEC-registered since 2015.
Quartz Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 19 Railroad Place, Suite 202, Saratoga Springs, NY 12866 |
| Phone | 800-433-0422 |
| Fax | 518-348-0100 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1659978 |
| Discloses disciplinary history | No |
| Discretionary | $230.2M |
| Non-discretionary | $50.9M |
| Total (RAUM) | $281M |